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W.P. Carey
WPC

Overview Fund Activity

792 hedge funds and large institutions have $8.98B invested in W.P. Carey in 2024 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 279 increasing their positions, 297 reducing their positions, and 60 closing their positions.

Holders
792
Holders Change
+16
Holders Change %
+2.06%
% of All Funds
11.46%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
89
Increased
279
Reduced
297
Closed
60
Calls
$66.1M
Puts
$54.2M
Net Calls
+$11.9M
Net Calls Change
-$9.84M

Top Buyers

1
UBS AM
1
UBS AM
Illinois
$128M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$64.6M
3
Citadel Advisors
3
Citadel Advisors
Florida
$55.7M
4
Victory Capital Management
4
Victory Capital Management
Texas
$34.5M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$50.2M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$11K
2
Norges Bank
2
Norges Bank
Norway
$0
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$5.75M
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$0
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$72.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Truist Financial
76
Truist Financial
North Carolina
$11.7M 187,175 -2,703 -1%
Qube Research & Technologies (QRT)
77
Qube Research & Technologies (QRT)
United Kingdom
$11M 177,299 +177,299 New
CIC
78
Carnegie Investment Counsel
Ohio
$10.8M 173,837 +29,527 +20%
Schroder Investment Management Group
79
Schroder Investment Management Group
United Kingdom
$10.3M 166,846 +52,108 +45%
Franklin Resources
80
Franklin Resources
California
$9.9M 165,184 +28,022 +20%
SIMG
81
Sonora Investment Management Group
Arizona
$9.85M 158,045 +14,639 +10%
Cambridge Investment Research Advisors
82
Cambridge Investment Research Advisors
Iowa
$9.83M 157,726 -14,926 -9%
Allianz Asset Management
83
Allianz Asset Management
Germany
$9.78M 157,056 +62,774 +67%
SG Americas Securities
84
SG Americas Securities
New York
$9.74M 156,373 +46,181 +42%
KBC Group
85
KBC Group
Belgium
$9.33M 149,820 +132,124 +747%
SOADOR
86
State of Alaska Department of Revenue
Alaska
$9.21M 147,842 -21,691 -13%
SFA
87
Sequoia Financial Advisors
Ohio
$9.15M 146,900 +66,577 +83%
Treasurer of the State of North Carolina
88
Treasurer of the State of North Carolina
North Carolina
$9.11M 146,220 +659 +0.5%
Janney Montgomery Scott
89
Janney Montgomery Scott
Pennsylvania
$9.09M 145,838 +145,838 New
Wealth Enhancement Advisory Services
90
Wealth Enhancement Advisory Services
Minnesota
$9.06M 145,388 +1,983 +1%
DekaBank Deutsche Girozentrale
91
DekaBank Deutsche Girozentrale
Germany
$8.93M 143,926 +12,109 +9%
GC
92
Gillson Capital
Illinois
$8.82M 141,601 +141,601 New
ACM
93
AEW Capital Management
Massachusetts
$8.7M 139,640 -76,760 -35%
CFB
94
Cullen/Frost Bankers
Texas
$8.63M 138,595 -1,733 -1%
AF
95
Allworth Financial
California
$8.46M 135,827 +19,522 +17%
Ensign Peak Advisors
96
Ensign Peak Advisors
Utah
$8.32M 133,575 +21,245 +19%
GC
97
Guggenheim Capital
Illinois
$8.12M 130,377 +56,280 +76%
MML Investors Services
98
MML Investors Services
Massachusetts
$7.93M 127,356 -10,262 -7%
Pictet Asset Management
99
Pictet Asset Management
Switzerland
$7.85M 126,056 +3,172 +3%
CIC
100
Crawford Investment Counsel
Georgia
$7.73M 124,145 +5,461 +5%
2 3
4
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